Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell 3000 ETF inkluderar American Family Investments, Inc., Vigilare Wealth Management, Glenmede Investment Management, LP, Empowered Funds, LLC, Signature Resources Capital Management, LLC, Miramar Fiduciary Corp, Cambria Investment Management, L.P., ENDW - Cambria Endowment Style ETF, BCS Private Wealth Management, Inc., Tableaux Llc, Timonier Family Office, LTD., Midwest Trust Co, Wellspring Financial Advisors, LLC, Carter Financial Group, INC., Kesler, Norman & Wride, LLC, Skopos Labs, Inc., Sentinel Wealth Management, Inc., Tribridge Partners Financial LLC, Hancock Whitney Corp, och M3 Advisory Group, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 28 258 | 5,36 | 9 918 | 16,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 179 | 0,02 | 1 467 | 10,47 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 92 462 | 3,53 | 32 452 | 14,40 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 328 | 5,87 | 2 090 | 6,58 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 574 | 201 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 765 | 0,13 | 269 | 10,74 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 57 830 | 7,54 | 20 298 | 18,84 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 1 069 | 0,28 | 375 | 10,95 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1 906 | 1 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 659 | 38,53 | 1 986 | 53,12 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 576 | 210 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 258 | 44,84 | 793 | 60,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 76 | 27 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49 127 | 12,23 | 17 244 | 24,01 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10 544 | 47,82 | 3 701 | 123 266,67 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 940 | 681 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 39 424 | 2,31 | 13 838 | 13,05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 013 | 0,25 | 707 | 10,83 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2 817 | 0,32 | 989 | 10,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 596 | 260,06 | 911 | 297,82 | ||||
| 2025-08-04 | 13F | Balentine LLC | 49 094 | 0,26 | 17 232 | 10,79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 450 539 | 15,95 | 158 217 | 28,19 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 754 | 0,13 | 265 | 10,46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 671 | 6,59 | 3 745 | 17,80 | ||||
| 2025-07-07 | 13F | Trust Co | 34 | 3,03 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 873 | 0,03 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 189 | 0,28 | 1 119 | 10,79 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 670 | 398,51 | 586 | 452,83 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 401 | 2,49 | 492 | 13,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17 250 | 28,51 | 6 | 50,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 363 288 | 13,86 | 127 514 | 25,82 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 403 | 0,25 | 142 | 11,02 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 25 526 | 5,34 | 8 960 | 16,40 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3 702 | 0,84 | 1 299 | 11,41 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 361 | 18,93 | 7 | 40,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 131 | 46 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 466 | 18,16 | 866 | 30,08 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 1 039 | 0,78 | 365 | 11,31 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 121 375 | 2,25 | 42 603 | 12,99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 679 | 71,42 | 4 | 100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12 401 | 7,34 | 4 353 | 18,62 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 135 897 | 1,39 | 47 700 | 12,04 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 639 | 0,31 | 575 | 10,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 546 | 232,93 | 192 | 267,31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 120 | 1 300,00 | 393 | 1 472,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37 445 | 4,12 | 13 328 | 16,68 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 200 | 70 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24 012 | 194,55 | 8 428 | 225,53 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 700 | 597 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36 493 | 0,45 | 12 809 | 11,00 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 14 597 | 3,80 | 5 124 | 14,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 942 | 29,22 | 330 | 42,86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 19 360 | 100,00 | 6 795 | 121,05 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 654 | 230 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 650 | 228 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 613 | 40,39 | 3 023 | 55,18 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 341 | 1 875 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 341 | 1 789 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 341 | 0,26 | 822 | 10,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 434 | 84,79 | 503 | 104,47 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 43 491 | 16,96 | 15 265 | 29,24 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28 | 10 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 15 025 | 0,81 | 5 274 | 11,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 900 | 387,50 | 1 369 | 438,58 | |||
| 2025-08-05 | 13F | Huntington National Bank | 99 | 308,33 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 175 | 96,63 | 62 | 117,86 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 8 491 | 2 980 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 28 340 | 28,58 | 9 947 | 42,08 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 6 464 | 5,90 | 2 269 | 17,03 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 44 596 | 0,09 | 15 653 | 10,60 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 1 127 | 0,54 | 396 | 10,96 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 978 | 343 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21 032 | 0,06 | 7 382 | 5,08 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 149 329 | 25,49 | 52 415 | 38,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 376 | 6,79 | 834 | 20,55 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 4 675 | 1,32 | 1 641 | 12,01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 277 | 64,88 | 799 | 83,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 622 | 25,51 | 920 | 38,76 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1 175 | 3,52 | 368 | −3,17 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 038 | 0,10 | 364 | 10,64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 893 | 0,11 | 664 | 10,67 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 10 395 | 0,19 | 3 649 | 10,71 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 662 | 0,07 | 1 987 | 10,57 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4 761 | 440 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 081 | 1,22 | 1 432 | 6,31 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 573 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 300 769 | 2,25 | 105 570 | 12,99 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 6 142 | 232,36 | 388 | −33,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 057 | 0,09 | 371 | 10,45 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6 380 | 2 239 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 43 437 | 0,08 | 15 247 | 10,60 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 087 | 54,40 | 382 | 70,85 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 716 | 1 180 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 370 | 130 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 738 | 259 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 819 | 0,18 | 990 | 10,75 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 92 577 | 0,54 | 32 495 | 11,09 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 052 | 0,24 | 720 | 10,77 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 22 878 | 0,03 | 8 030 | 10,55 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3 239 | 80,24 | 1 137 | 99,30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 983 | 42,56 | 1 398 | 57,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 130 645 | 29,40 | 45 856 | 42,99 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 18 223 | 0,26 | 6 396 | 10,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 069 | 1,14 | 375 | 11,94 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 521 | 74,83 | 885 | 93,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 150 681 | 1,26 | 52 889 | 11,90 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 891 | 0,05 | 664 | 10,50 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 37 016 | 0,03 | 12 993 | 10,53 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 2 065 | 0,05 | 725 | 10,53 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2 154 | 756 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 121 | 0,57 | 5 756 | −4,43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 82 501 | 0,12 | 28 958 | 10,64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 13 308 | 16,89 | 4 227 | 11,09 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 580 | 204 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 26 000 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 687 | 0,26 | 1 690 | 13,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 900 | 62,50 | 1 369 | 79,53 | |||
| 2025-08-12 | 13F | MAI Capital Management | 7 702 | 32,68 | 2 703 | 46,66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 661 | 0,30 | 232 | 10,53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 1 651 | 115,82 | 583 | 170,70 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 198 | 0,51 | 69 | 11,29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 601 | 211 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 104 078 | 3,68 | 36 532 | 14,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 066 | 3,02 | 7 921 | 16,42 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3 852 | 1 359 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 463 | 1,67 | 517 | 12,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 140 371 | 1,81 | 49 270 | 12,50 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 625 | 0,04 | 921 | 10,56 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 21 230 | 7 452 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 77 290 | 1,70 | 27 129 | 11,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 85 524 | 7,51 | 30 020 | 18,81 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 303 | 0,33 | 106 | 10,42 | ||||
| 2025-06-26 | NP | JHAC - John Hancock Fundamental All Cap Core ETF | 520 | 164 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 134 | 0,07 | 6 365 | 10,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151 857 | 7,06 | 53 302 | 18,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 337 | 2,50 | 820 | 13,26 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 62 968 | 6 079,39 | 22 102 | 6 742,41 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 63 818 | 0,63 | 22 400 | 11,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 481 | 22,84 | 2 626 | 35,73 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2 040 | 716 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 365 099 | 0,11 | 128 150 | 10,63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 839 | 5,80 | 295 | 17,13 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 533 | 187 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 83 353 | 1,48 | 29 257 | 12,14 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 10 | 4 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 541 | 55,22 | 892 | 71,54 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 704 | 1,79 | 1 300 | 12,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 119 | 1 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6 600 | 4,76 | 2 317 | 15,74 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 179 | 394,37 | 3 573 | 446,18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 347 716 | 4,28 | 122 048 | 15,23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 898 | 7,06 | 1 368 | 18,34 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 10 654 | 4,82 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 32 058 | 8,53 | 11 252 | 35,24 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 878 | 6,30 | 308 | 17,56 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 178 520 | 24,73 | 62 661 | 37,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43 322 | 18,02 | 15 206 | 30,42 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 14 414 | 0,68 | 5 059 | 11,26 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 136 011 | 4,96 | 48 834 | 18,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25 407 | 3,44 | 8 918 | 14,31 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 4 833 | 6,81 | 1 696 | 18,02 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 108 | 0,32 | 1 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 305 | 10,50 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 110 | 1,85 | 39 | 5,56 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8 821 | 0,19 | 3 133 | 17,57 | ||||
| 2025-08-14 | 13F | Nepc Llc | 27 847 | 97,26 | 9 774 | 117,98 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 8 918 | 1,84 | 3 130 | 12,55 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 001 | 0,09 | 3 159 | 10,61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 57 915 | 35 000,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 954 | 0,10 | 686 | 10,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 776 | 0,26 | 0 | |||||
| 2025-04-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 3 400 | 47,83 | 1 193 | 55,34 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 313 | 6,30 | 3 620 | 17,46 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 108 | 0,18 | 389 | 10,54 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 982 | 1 047 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 601 | 211 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1 783 | 0,11 | 626 | 10,62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 872 | 22,88 | 7 326 | 35,79 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 313 | 0,24 | 1 163 | 10,77 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 39 085 | 5,94 | 13 719 | 17,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 622 | 22,24 | 916 | 35,16 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 700 | 246 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 176 | 214,29 | 62 | 258,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 281 451 | 26,51 | 98 789 | 39,80 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 68 033 | 1,04 | 23 879 | 11,65 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 768 | 270 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 006 | 305,25 | 704 | 348,41 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 3 542 | 22,05 | 1 243 | 34,96 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 302 | 1,76 | 1 159 | 12,43 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 240 | 24,35 | 84 | 37,70 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4 348 | 8,70 | 1 526 | 20,16 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 280 | 23,45 | 1 502 | 36,42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96 098 | 1,62 | 33 730 | 12,29 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5 217 | 0,27 | 1 831 | 9,51 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 16 859 | 13,25 | 5 917 | 25,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34 342 | 1,16 | 12 | 20,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 37 948 | 0,70 | 13 320 | 11,27 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 1 805 | 0,22 | 634 | 10,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 474 | 5,13 | 2 273 | 16,16 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5 855 | 14,20 | 2 055 | 26,23 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 616 | 216,91 | 1 269 | 250,55 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 686 | 241 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 2 433 | 854 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 25 323 | 10,99 | 8 888 | 22,64 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 258 | 5 005 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 996 | 48,47 | 1 754 | 64,14 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 159 610 | 0,08 | 56 023 | 10,59 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 522 | 3,96 | 534 | 14,84 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 377 | 0,22 | 483 | 10,78 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 3 115 | 1 093 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 78 284 | 0,94 | 27 478 | 11,54 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4 468 | 1 568 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 200 738 | 30,98 | 421 459 | 44,73 | ||||
| 2025-08-14 | 13F | UNC Management Company, Inc. | 578 635 | 0,26 | 203 | 10,93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 624 | 219 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 593 | 0,12 | 2 314 | 10,66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 234 376 | 10,69 | 82 266 | 22,32 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 1 479 | 10,62 | 519 | 22,41 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 625 | 219 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 348 | 90,23 | 1 175 | 110,20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 603 | 4,91 | 1 967 | 15,92 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 3 189 | 0,03 | 1 119 | 10,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 619 | 1 270 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 284 | 1,49 | 1 504 | 12,16 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 167 | 0,60 | 58 | 11,54 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 21 948 | 0,01 | 7 704 | 10,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 023 | 15,86 | 359 | 28,21 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 753 | 491,96 | 1 317 | 555,22 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 603 | 212 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 262 | 0,38 | 92 | 10,98 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157 | 6,80 | 55 | 19,57 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 611 | 214 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 985 | 0,20 | 346 | 10,58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 562 | 204 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 207 | 340,43 | 73 | 414,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 96 571 | 13,49 | 33 725 | 25,42 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6 100 | 60,53 | 2 141 | 77,38 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 795 | 0,19 | 1 683 | 10,72 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 591 | 1,14 | 559 | 11,82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 628 319 | 77,34 | 571 540 | 95,96 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 626 | 220 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18 481 | 6 487 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 241 | 2 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 692 | 1,05 | 945 | 11,58 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 14 455 | 10,33 | 5 074 | 21,92 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 9 982 | 1,93 | 3 504 | 12,64 | ||||
| 2025-07-30 | NP | FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176 851 | 260,10 | 59 224 | 256,77 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 19 764 | 406,90 | 6 937 | 460,34 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 55 165 | 4,91 | 19 363 | 15,93 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 5 416 | 796 | ||||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 312 | 458 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 12 737 | 552,18 | 4 471 | 620,97 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 5 676 | 0,26 | 1 992 | 10,79 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 668 | 234 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 24 593 | 30,56 | 8 632 | 44,30 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 6 364 | 4,67 | 2 234 | 15,64 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 59 192 | 3,40 | 20 776 | 14,26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 082 | 62 656,25 | 7 049 | 70 380,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 550 | 544 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 24 806 | 0,13 | 8 707 | 10,64 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 647 | 227 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 1 801 | 8,17 | 632 | 19,70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 240 | 0,06 | 1 137 | 10,60 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 271 | 446 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 971 | 18,64 | 1 745 | 31,03 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 130 302 | 0,01 | 45 736 | 10,51 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 34 518 | 12 116 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 891 | 0,22 | 313 | 10,64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 988 203 | 31 808,40 | 124 | −87,49 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3 725 | 4,22 | 1 307 | 15,15 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 918 | 0 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 166 886 | 0,76 | 58 577 | 11,34 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 882 | 0,27 | 660 | 10,74 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 496 | 1 227 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 451 | 3,94 | 860 | 14,82 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 187 | 13,92 | 417 | 26,06 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 033 | 0,01 | 6 145 | 13,15 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 031 | 969,37 | 2 819 | 1 079,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 284 865 | 10,70 | 450 988 | 22,33 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 117 | 1 796 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 18 025 | 16,79 | 6 327 | 29,05 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 055 | 4 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15 750 | 8 146,07 | 5 528 | 9 113,33 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3 564 | 1 251 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 3 239 | 0,28 | 1 137 | 10,83 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 878 | 0,23 | 308 | 10,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 716 | 1 304 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 594 | 208 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 893 | 1 366 | ||||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 285 | 100 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 110 516 | 4,56 | 35 104 | −0,64 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 51 225 | 26,68 | 17 980 | 39,98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 289 | 101 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 583 | 0,17 | 205 | 10,87 |
